See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,123 | $101,069-49.4% | $81,478-37.3% | $147,584-65.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.49% | 32.40%-16.9pp | 38.78%-23.3pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,562 | $3,205+11.1% | $2,568+38.7% | $4,876-27.0% |
| Participant deferral / active EE | $12,709 | $4,242+199.6% | $3,537+259.3% | $5,439+133.7% |
| Admin fee / account holder | $678 | $5,812-88.3% | $4,561-85.1% | $10,885-93.8% |